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Showing 281 to 290 of 531 results for Planning

  • Alexis Wolff Vice President, Commercial Banking Relationship Manager

    As a VP Commercial Banking Relationship Manager, Alexis is responsible for maintaining and developing relationships with new and existing commercial clients. She works with clients to understand their unique banking needs and bring solutions that are tailored to their current and future needs. Alexis partners with experienced individuals across the bank to offer comprehensive solutions and financial tools to help businesses succeed.

  • Liz Pfeuffer Vice President Wealth and Estate Administrator

    As Vice President Wealth and Estate Administrator, Liz ensures the company fulfills its obligations as a corporate fiduciary during post-death trust administration and estate resolution. Her responsibilities include interpreting governing documents, managing estate assets and ensuring compliance with legal and tax requirements. With her legal background and interpersonal experience, she effectively handles both simple and complex estates, meeting clients' needs fully.

  • Corey Chamberlain SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate, Corey partners with developers and real estate investors throughout the Madison area, delivering comprehensive real estate banking solutions. His background at a real estate development firm gives him firsthand insight into his clients' challenges and priorities. Corey takes a hands-on, collaborative approach to every relationship, ensuring clients get the guidance and attention their projects deserve.

  • Retirement

    It's never too early to think about where, and to whom, you want your wealth to go after you're gone – and in the most tax-efficient way possible. Whether you're in or near retirement, we’ll consider your goals and your wishes for family and future generations, so you can build on the legacy you’ve already started.

  • Key Factors in Choosing the Right Investment Advisor

    Finding an investment advisor who is right for you is a critical financial decision, and it can be complicated.

  • Successful Succession Part IV of VI: How To Maximize The Impact Of Business Transition

    This is the fourth part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

  • Do you really know what your spouse wants in retirement?

    Retirement planning with a spouse is a shared venture that inevitably involves differing visions. Here are six questions you and your spouse can ask yourselves—and each other—to help navigate the pivotal pre-retirement phase as smoothly as possible. 

  • What Is a Health Savings Account (HSA)?

    Learn what an HSA is and how using one can help you save on medical costs, enjoy tax breaks and boost your long-term financial health.

  • Navigating Market Volatility – Insights on Decision-Making, Drivers, and Opportunities

    Market volatility can raise questions and concerns. CIO, Dominic Ceci, and Portfolio Manager, Eric Bernal, sit down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility. 

  • Calculadora de Ahorros 401(k)

    Un plan 401(k) puede ser una de sus mejores herramientas para crear una jubilación segura. Use esta calculadora para ver porque éste es un plan de ahorro para la jubilación que usted no puede dejar pasar.

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